Portfolio columns

Choose which columns are visible in the Portfolio holdings and transactions tables.

Use #

Open Portfolio and select Holdings or Transactions.
Right-click a column header, or open the options button at the right end of the table header.
Select or clear the column checkboxes to show or hide those columns.

The menu stays open so you can change several columns together. The available columns depend on the selected table.

Changing column visibility changes the table's presentation. It does not change or delete any holdings or transactions.

Choose which columns appear in the Portfolio holdings table.